CREDIT APPLICATION
Equipment Financing | Cat® Card | Cat® Vantage

Caterpillar Financial Services Limited
Caterpillar Financial Services Leasing ULC
1122 International Blvd., Suite 400, Burlington, ON
L7L 6Z8
Ph: 1-800-651-0567

For Internal Use Only
Local Dealer/Sales Rep

Dealer Customer Number

BUSINESS NAME

Existing Customer

TRADE NAME (Operating As)

Customer Number

ADDRESS

STREET ADDRESS

Yes

CITY

NoPROVPOSTAL CODE

Physical Address
Billing Address
EmailYears in BusinessContact Name

Phone Number

Title

Cell Phone

Contact Name

Phone NumberTitle

Cell Phone

CAT CARD AUTHORIZED USERSName
Name
Name
COMPANY TYPE (Check one)

INDUSTRY TYPE (Select all that apply)

CorporationPartnership

General Construction

Forestry

Rental House

IndividualFirst Nation

Heavy Construction

MiningPower Systems

Proprietorship

Governmental

Agriculture

Petroleum

Trucking/ Engines

Bank Name
Address
Contact Name

Phone Number

Account Number

Fax Number
TO BE COMPLETED BY OWNERS / PRINCIPALS / GUARANTORS (Attach additional sheets if necessary)
NOTE: Please include a clear copy of government issued passport or birth certificate.

Check one Owner

NAMETitle

 Principal

Address

 Guarantor

SIN (Optional)Check one

NAME OwnerPhone Number
Date of Birth% of Ownership

Title

 PrincipalAddress Guarantor

SIN (Optional)

Phone Number
Date of BirthPage 1 of 2% of Ownership

THIS IS ALSO AN APPLICATION FOR A CAT® CARD ACCOUNT AND THE ASSOCIATED CAT® VANTAGE REWARDS PROGRAM AND THE BELOW TERMS AND CONDITIONS APPLY TO
THAT OFFERING:
Terms and Conditions
Authorization: You certify that you have authority to bind the applicant to the terms & conditions of this offer and the Customer Agreement for Cat® Card and Cat Card Rewards Program (“Cat CardAgreement”) and to initiate enrollment in the Cat® Vantage Rewards Program. When you sign this application, Applicant agrees to the following:
1. If a Cat Card Account is offered to Applicant, Applicant will receive a Cat Card Agreement with a welcome package. Applicant agrees to the terms of the Cat Card Agreement by doing any of thefollowing: using the Cat Card Account, authorizing use of the Cat Card Account, or making any payment on the Cat Card Account. If Applicant does not agree to the terms of the Cat CardAgreement, Applicant should not use, or authorize the use of, the Cat Card Account. Applicant may close the Cat Card Account to further charges by providing notice in accordance with the Cat
Card Agreement.
2. By providing Applicant’s mobile number and/or email address, Applicant acknowledges that they may be contacted at that number/address about all of Applicant’s accounts by Cat Financial
Services Limited (“CFSL”) and companies working on its behalf to the extent permitted by law (including, without limitation, for informational and account servicing). Message and data rates mayapply.
3. Rates, fees, and terms may change: CFSL has the right to change the account terms (including the APRs) in accordance with the Cat Card Agreement.
4. The Cat Card Account may be used only for business purposes.
5. Applicant further agrees to be automatically enrolled in the Cat Card Rewards Program as set forth in the Cat Card Agreement and automatically enrolled in the Cat Vantage Rewards Program, aseither program might be renamed or amended from time to time. Applicant’s primary email address and contact details will be used to establish this initial record. Terms and conditions governing
Cat Card Rewards are found in the Cat Card Agreement. Terms and conditions governing Cat Vantage Rewards are found at www.cat.com/GetRewarded. Usage of Rewards programs shall signify
acceptance of the terms and conditions of such programs. Applicant can earn Cat Vantage Rewards without originating a Cat Card Account or using a Cat Card for payment. Applicant can unenroll
from the Cat Vantage Rewards Program by contacting customer service as set forth on the program website.
6. A complete copy of the Cat Card Agreement is available in English at http://www.cat.com/catcardagreement and in French at https://www.cat.com/catcardagreement-fr. A complete copy of thisapplication is available in French at https://mycatfinancial.com/s/apply?language=fr_CA. The Applicant and CSFL have agreed that this application and the Cat Card Agreement as well as thedocuments relating to them be drawn up in English. Le demandeur (Applicant) et CSFL ont convenu que cette demande (application) et le Cat Card Agreement ainsi que les documents s’yrattachant soient rédigés en anglais.
Authorized Users: Applicant may designate authorized users of the account (see above). Such notification must be in writing, and Applicant agrees to be liable for all transactions made by any authorized
user, even if Applicant did not approve or give authorization for a specific transaction. If a Cat Card Account is approved, authorized users will have access to 100% of the approved credit access line
and any amount over the credit access line authorized in accordance with the Cat Card Agreement. To set spending limits on any authorized users, please contact our Customer Service Department at
1-877-373-9510 after the account has been opened.
NOTICE: Applicant and each owner, principal, guarantor or other person signing below (“I/we”, “me/us”) jointly and severally warrant that the information provided herein or in connection
with this application is true and correct and that I am the duly authorized representative of the company named herein. I/we consent to Caterpillar Financial Services Limited (“CFSL”)
and/or Caterpillar Financial Services Leasing ULC (“CFSLU”) obtaining a consumer report and other credit, financial and related personal information (“Credit Report”) about me/us from,and disclosing Credit Reports to, any credit reporting agency, credit bureau, financial institution, business or any other third party with whom I/we have had or may have a financialrelationship. I/we acknowledge that any such information will be obtained about me/us from time to time in connection with this application including for the purpose of determining
whether credit will be granted and ongoing creditworthiness. In particular, I/we understand that CFSL and/or CFSLU will use my/our consent provided for in this application to obtain Credit
Reports about me/us for the purposes of: making a decision about my credit application, assessing my credit worthiness in connection with approving additional financial transactions,monitoring, evaluating, servicing, collecting and otherwise enforcing my account, and responding to inquiries about my application, account, or file.
In particular, I/we consent to the collection, use and disclosure of personal information as further described in the Caterpillar Financial Services Limited and/or Caterpillar Financial
Services Leasing ULC Canadian Privacy Statement, available at http://www.cat.com/financing or by calling 1-800-561-3771.
I/we acknowledge that the consents set out herein or provided in connection with this application shall continue for as long as I/we continue to have a relationship with CFSL and/or
CFSLU.

NAME

TITLE

SIGNATURE

DATE (MM/DD/YYYY)

NAME

TITLE

SIGNATURE

DATE (MM/DD/YYYY)

CUST_To_Attach CUSTCG_To_Attach CUSTPG_To_Attach

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